Project Groups

There may be cases where you have a subset of related projects amongst a portfolio of engagements within the same client. Ruddr’s Project Groups feature provides a mechanism for grouping such a subset of projects for reporting and filtering purposes. For example, you have a collection of various support projects for a client and you want to collectively report on the performance across all of those support projects. When the Project Groups feature is enabled in the workspace, a Project Groups tab (Figure 1) will be added to the Client Dashboard for each client in the workspace. Figure 1 - A Project Groups Tab Appears on the Client Dashboard when the Project Group Feature is Enabled A list of project groups is displayed on the Project Groups tab, with the name of the project group and the following, additional project group fields displayed:

• Description
• Projects that are associated with the Project Group

Clicking on a project group in the list will open the Edit Project Group drawer (Figure 2), which will display the details of the project group. Figure 2 - View / Edit Details of a Project Group

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Create a Project Group

To create a new project group, click on the + button on the Project Groups tab (Figure 1). This will open the New Project Group drawer (Figure 3). Within the drawer, you can specify the name and the description of the project group. Once you have provided the details of the project group, click the Save & Close button to save the project group and return to the Project Groups tab. Figure 3 - Create a Project Group Project groups can be associated with a project by editing the project and selecting the project group from the list of project groups currently active for the client.

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Manage a Project Group

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Edit a Project Group

Those members with Edit Client permissions for the current client can edit any existing project groups by either clicking on the project group listed on the Project Groups tab (Figure 1), clicking the pencil icon on the project group row, or by selecting the Edit menu item (Figure 4) from the action menu on the project group row. This will open the Edit Project Group drawer (Figure 2), allowing the member to update details of the project group. Figure 4 - Access the Edit Project Group Drawer

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Delete / Deactivate a Project Group

When you need for a project group to no longer available, you can either delete the project group or deactivate it. Any project group that have yet to be associated with a project can be deleted. Those project groups that have been specified on a project(s) can be deactivated but not deleted. Deactivating a project group will prevent that project group from being associated with any additional projects. Members with Edit Client permissions for the client can delete or deactivate a project group by selecting either of the Delete or Deactivate options (Figure 4) from the project group row on the Project Groups tab. If you choose to delete the project group, you will be prompted to confirm (Figure 5) the deletion. On the confirmation window, click the Delete button to proceed with deleting the project group. Figure 5 - Confirm Deletion of Project Group